VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $39,000 | 0.0% | 165 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $39,000 | +14.7% | 165 | +2.5% | 0.02% | -11.8% |
| Q1 2021 | $34,000 | 0.0% | 161 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $34,000 | +17.2% | 161 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $29,000 | +7.4% | 161 | 0.0% | 0.02% | -10.5% |
| Q2 2020 | $27,000 | +35.0% | 161 | 0.0% | 0.02% | +11.8% |
| Q1 2020 | $20,000 | -23.1% | 161 | 0.0% | 0.02% | -15.0% |
| Q4 2019 | $26,000 | +8.3% | 161 | 0.0% | 0.02% | -13.0% |
| Q3 2019 | $24,000 | 0.0% | 161 | 0.0% | 0.02% | +9.5% |
| Q2 2019 | $24,000 | +9.1% | 161 | 0.0% | 0.02% | +23.5% |
| Q1 2019 | $22,000 | +15.8% | 161 | 0.0% | 0.02% | +21.4% |
| Q4 2018 | $19,000 | – | 161 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 402,660 | $38,804,000 | 16.14% |
| Truepoint, Inc. | 760,522 | $73,292,000 | 12.89% |
| Noven Financial Group, Inc. | 155,085 | $14,946,000 | 10.76% |
| Cranbrook Wealth Management, LLC | 72,062 | $6,945,000 | 4.62% |
| SVA Wealth Management, LLC | 83,302 | $8,028,000 | 3.43% |
| Avior Wealth Management, LLC | 40,946 | $3,946,000 | 3.31% |
| MCF Advisors LLC | 109,300 | $10,122,000 | 3.19% |
| Community Financial Services Group, LLC | 62,894 | $6,061,000 | 3.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 78,295 | $7,545,000 | 2.65% |
| IBBOTSON ASSOCIATES INC | 18,026 | $1,737,000 | 2.39% |